Products

Our Services

At Moniflex, we are dedicated to empowering you with the knowledge, tools, and strategies necessary to build your wealth through informed investment decisions. Our team of experienced professionals is committed to providing a comprehensive range of services tailored to meet your unique financial needs and goals. Below, we outline the core services we offer to help you navigate the complexities of the investment landscape.

Investment Advisory Services

Our Investment Advisory Services are designed to help clients make informed investment decisions based on their financial goals, risk tolerance, and market opportunities.

Services Offered:

  • Personalized Investment Planning: $300
  • Portfolio Construction: $500
  • Quarterly Performance Reviews: $250
  • Risk Assessment: $200

With our advisory services, you will receive tailored recommendations and ongoing support to ensure your investment decisions align with your financial vision.

Retirement Planning

Planning for retirement is crucial to ensuring a comfortable and secure future. Our retirement planning services guide you through the intricacies of building a robust retirement portfolio.

Services Offered:

  • Retirement Needs Analysis: $400
  • 401(k) and IRA Rollovers: $300
  • Retirement Account Management: $500 annually
  • Tax-Advantaged Strategies: $250

We help you create a strategic plan, focusing on maximizing your savings and minimizing your tax liabilities, ensuring you can enjoy your retirement years worry-free.

Wealth Management

Our Wealth Management service is focused on preserving and growing your wealth through strategic investment management, estate planning, and tax optimization.

Services Offered:

  • Comprehensive Wealth Management: Starting at $1,500 annually
  • Estate Planning Services: $750
  • Tax Planning and Strategies: $400
  • Investment Performance Analysis: $300

We adopt a holistic approach, ensuring all aspects of your financial life are harmonized for optimal results.

Educational Resources

At Moniflex, we believe knowledge is power. Our educational resources are crafted to empower our clients with the information they need to make sound investment decisions.

Resources Offered:

  • Workshops and Seminars: $50 per session
  • Webinars: $20 per session
  • Investment Resource Library Access: $200 annually
  • Personalized Investment Tutorials: $150 per session

Our team of experts shares valuable insights and practical strategies through various platforms, helping you become a confident investor.

Portfolio Management

We offer professional Portfolio Management services to ensure your investments are optimized for growth based on your unique goals.

Services Offered:

  • Investment Policy Statement Creation: $600
  • Active Portfolio Management: Starting at 1% of AUM annually
  • Automated Rebalancing: $150 annually
  • Asset Allocation Strategy Development: $400

We actively manage your investments, ensuring your portfolio is aligned with market trends and your long-term objectives.

Insurance and Risk Management

Protecting your assets is just as important as growing them. Our Insurance and Risk Management services provide a thorough analysis of your insurance needs and risk exposures.

Services Offered:

  • Comprehensive Risk Assessment: $350
  • Life and Disability Insurance Analysis: $400
  • Home and Auto Insurance Review: $250
  • Liability Insurance Consultation: $300

We work with trusted insurance professionals to protect your wealth and ensure peace of mind.

Investment Research

Stay ahead in the market with our in-depth investment research services. We provide valuable insights and analysis to guide your investment decisions.

Services Offered:

  • Monthly Market Analysis Report: $100
  • Customized Investment Research Reports: $300
  • Sector-Specific Research: $250
  • Stock and Bond Research: $200

Our analysts leverage their expertise to deliver timely and relevant market insights, ensuring you make well-informed investment choices.

Trade Execution Services

Maximize your trading potential with our Trade Execution services. We offer fast and reliable execution to ensure you never miss an opportunity.

Services Offered:

  • Online Trading Platform Access: $50 monthly
  • Automated Trade Execution: $100 per month
  • Dedicated Trading Support: $150 monthly
  • Custom Trading Strategies: $250

Our trading experts will help you navigate the market with efficient execution tailored to your investment strategy.

Family Office Services

Moniflex provides Family Office services to high-net-worth individuals and families, offering bespoke financial solutions.

Services Offered:

  • Comprehensive Family Financial Planning: $2,000 annually
  • Investment Oversight: 1.5% of AUM annually
  • Philanthropic Advisory Services: $500
  • Multi-Generational Wealth Transfer Strategies: $600

Our personalized Family Office services ensure that your family’s wealth is managed according to your values and long-term goals.

Conclusion

At Moniflex, we understand that each client has unique financial goals and investment philosophies. Our broad spectrum of services is designed to cater to a diverse range of investment needs. With competitive pricing and a commitment to excellence, we are here to guide you on your investment journey.

Contact us today to learn more about how we can customize our services to meet your specific needs and help you achieve your financial goals.
Robert L. Reck